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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
376
Integrity Alliance
Iowa
$2.5M +$263K +4,696 +13%
AWE
377
Avidian Wealth Enterprises
Texas
$2.48M +$250K +4,457 +12%
IAM
378
Ion Asset Management
Israel
$2.45M – – –
IAN
379
Integrated Advisors Network
Texas
$2.43M +$54.3K +969 +2%
Empower Advisory Group
380
Empower Advisory Group
Colorado
$2.43M -$439K -7,833 -16%
FWM
381
Finer Wealth Management
Massachusetts
$2.43M +$1.28M +22,872 +136%
PA
382
Parallel Advisors
California
$2.41M +$206K +3,680 +10%
PCA
383
Prosperity Capital Advisors
Ohio
$2.39M +$513K +9,160 +31%
PWM
384
Perigon Wealth Management
California
$2.38M +$294K +5,252 +16%
MFG
385
Merit Financial Group
Georgia
$2.37M +$679K +12,114 +46%
KPWS
386
Kestra Private Wealth Services
Texas
$2.36M +$83.4K +1,488 +4%
NL
387
NKCFO LLC
Illinois
$2.33M +$1.01M +18,000 +90%
STA
388
Summit Trail Advisors
New York
$2.31M +$1.63M +29,086 +339%
EFG
389
Elios Financial Group
Ohio
$2.3M +$2.11M +37,608 New
UFM
390
Ursa Fund Management
California
$2.3M +$118K +2,100 +6%
NTIC
391
Napean Trading & Investment Company
Singapore
$2.29M – – –
MHWM
392
Montz Harcus Wealth Management
Louisiana
$2.29M – – –
IP
393
Investment Partners
Ohio
$2.29M +$993K +17,728 +90%
SIAP
394
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.28M +$98.1K +1,750 +5%
FNT
395
First National Trust
Pennsylvania
$2.23M +$855K +15,252 +72%
AR
396
Apeiron RIA
Texas
$2.22M +$106K +1,895 +6%
MIH
397
Meitav Investment House
Israel
$2.2M +$805K +14,370 +66%
SWM
398
Sagace Wealth Management
Florida
$2.2M +$2.01M +35,931 New
HNW
399
High Note Wealth
Minnesota
$2.2M +$1.98M +35,316 +6,006%
MPCG
400
Matrix Private Capital Group
New York
$2.19M +$432K +7,706 +27%
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